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So you’re switching from QuickBooks for Windows to QuickBooks for Mac. We’re glad you’re here. So you’re probably wondering if you can convert your QuickBooks for Windows company file into QuickBooks for Mac. The answer is: Yes! You can convert any company file to a Mac version from a U.S. Versions of QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition for the same year as your version of QuickBooks for Mac or the two previous years. So if you have QuickBooks for Mac 2015, you can convert your file from QuickBooks for Windows 2013, 2014, and 2015.

If you are using a QuickBooks for Windows version that is earlier than 2009, you can still open your file in QuickBooks for Mac. It’ll just be a couple of steps more.

Explains exactly how to do this. QuickBooks for Windows files from 2010 to 2012 should convert as well, but are not officially supported. QuickBooks Enterprise files will not convert. Before you start, be sure that you’re familiar with what data is convert from QuickBooks for Windows to QuickBooks for Mac.

On your Windows computer. In QuickBooks for Windows, open the you want to convert. Choose File Utilities Copy Company File for QuickBooks Mac.

Follow the onscreen instructions. QuickBooks creates a Mac.qbb (backup) file. Copy the.qbb file to a CD or USB drive or some other media. (Most Macs read and write data to and from PC-formatted media.) You can also use a network or file sharing service, such as Dropbox, to transfer the file. On your Mac. Copy the.qbb file to your Documents folder. In QuickBooks for Mac, choose File Open Company, select the.qbb file, and then click Open.

Click OK on when asked if you want to restore a QuickBooks for Windows file. Enter a name for the restored file, and then click Save. Depending on the size of your data file, the conversion process can take up to ten minutes. When conversion is complete, QuickBooks opens the file. Data that is and isn’t converted from QuickBooks for Windows to QuickBooks for Mac Although Intuit has used reasonable efforts to include all features affected, Intuit disclaims that all features are included in these lists. Be sure to compare the newly-converted data with the original data to learn what data was not converted.

QuickBooks provides a way to run the accounting aspects of your business and create accurate reports to track your company's growth. Quickbooks for Windows and Mac require a separate installation package for each operating system. You can convert your company file to a Mac-compatible version to transfer basic transaction, customer, employee and vendor data. When it comes time for taxes, you must convert the file back to a Windows-compatible format before sending your company data to an accountant that uses the QuickBooks Accountant edition. Converting to Mac When you decide to go ahead with the transfer process, you need to make sure you have installed and purchased QuickBooks on your Mac computer.

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You can't install the Windows version on the Mac. Convert the file by clicking the 'File' menu, selecting 'Utilities' and choosing the 'Copy Company File for QuickBooks for Mac.' Email or transfer the file to your Mac computer and then open the file using QuickBooks for Mac.

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Once converted, check your accounts, customer, vendor and inventory lists to make sure all of your information transferred properly. Version Information While you can transfer a QuickBooks for Window version from a previous year to the newest version of QuickBooks for Mac, you can expect better results when transferring using the same version year on both copies. You must have at least QuickBooks for Mac 2007 or later to open a converted file. If you have an older version of QuickBooks for Mac, you should upgrade before attempting to import the Windows file.

If you need to convert your file back to Windows again, you can save the Mac version of the company file as a QuickBooks for Windows format from the File menu. Version Differences QuickBooks for Mac differs in many ways from the Windows version. Some of your inventory may not transfer correctly or completely. For example, QuickBooks for Mac doesn't include support for units of measure or creating packages of assembly items out of individual inventory parts. The payroll service on QuickBooks for Windows also doesn't exist in the Mac version.

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Reports vary between the two versions of the software, since the Windows versions contains many additional default report options. The Mac version of QuickBooks also doesn't support multi-currency options. Accountant Copies If you decide to convert your copy of QuickBooks for Windows to the Mac version, you must convert your company file to a Windows version to send it to your accountant for tax purposes.

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Use a process known as Roundtrip to send the Mac version of your file to your accountant. To accomplish this, you need to save your file using the 'Copy Company File to QuickBooks for Windows' option from the File menu.

Then, when the accountant finishes, they must save the changes as a QuickBooks for Mac file. Make sure to use the same version year on both your copy and the accountant's copy before attempting to send your file.